ppFinatal are partnered with a large-cap private markets investment manager, looking for a Client Solutions Professional to join their dynamic Private Wealth Client Solutions team. In this role, you will collaborate with senior stakeholders to develop tailored investment solutions, support fundraising initiatives, and deliver exceptional client service across the DACH region. The ideal candidate will combine strong private markets experience with excellent communication skills. /p /brpbResponsibilities: /b /p /brul /brliSupport the Private Wealth team in developing and managing relationships with existing and prospective distribution partners. /li /brliAssist with strategic distribution projects across open-ended and closed-ended funds, including day-to-day wholesale activities and advisor study sessions. /li /brliCreate tailored, high-quality marketing materials, responses to client queries, and performance updates. /li /brliProvide proficiency in product features, operational and regulatory processes, and client onboarding including CDD/KYC. /li /brliCollaborate with internal teams, including portfolio solutions, structuring, and marketing, to streamline client engagement. /li /br /ul /brpbRequirements: /b /p /brul /brliBachelor’s degree in finance, accounting, economics, or a relevant discipline. /li /brli3+ years of relevant private markets experience, ideally with familiarity in open-ended funds, mutual funds, and closed-ended products. /li /brliStrong project management skills with the ability to drive multiple initiatives simultaneously. /li /brliExcellent interpersonal, presentation, and relationship management skills, with a polished professional demeanour. /li /brliFluent in German (essential) and English. /li /br /ul /p #J-18808-Ljbffr
Client Solutions Professional Arbeitgeber: Finatal
Als Arbeitgeber bietet unser Unternehmen eine dynamische und unterstützende Arbeitsumgebung, die auf Innovation und Zusammenarbeit setzt. Mit der Möglichkeit, remote zu arbeiten und gelegentlich nach Deutschland zu reisen, fördern wir eine ausgewogene Work-Life-Balance und bieten unseren Mitarbeitern zahlreiche Wachstumschancen in einem sich ständig weiterentwickelnden Bereich. Unsere Unternehmenskultur legt Wert auf Teamarbeit und persönliche Entwicklung, was uns zu einem attraktiven Arbeitgeber für talentierte Fachkräfte macht, die an bedeutenden Projekten mitwirken möchten.
